Spire Wealth Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Spire Wealth Management’s Portfolio RSPT Stock Details RSPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,030	Closed	-$35.2K	–	2530
2025 Q1	$35.2K	Hold	1,030	–	–	﹤0.01%	1408
2024 Q4	$38.5K	Hold	1,030	–	–	﹤0.01%	1385
2024 Q3	$38.8K	Hold	1,030	–	–	﹤0.01%	1210
2024 Q2	$37.8K	Hold	1,030	–	–	﹤0.01%	1220
2024 Q1	$36.2K	Hold	1,030	–	–	﹤0.01%	1320
2023 Q4	$34K	Hold	1,030	–	–	﹤0.01%	1328
2023 Q3	$29K	Hold	1,030	–	–	﹤0.01%	1367
2023 Q2	$30.3K	Hold	1,030	–	–	﹤0.01%	1405
2023 Q1	$28.4K	Sell	1,030 -1,360	-57%	-$35.9K	﹤0.01%	1462
2022 Q4	$58K	Buy	+2,390	New	+$58.4K	﹤0.01%	934
2022 Q2	–	Sell	-3,330	Closed	-$96K	–	2813
2022 Q1	$96K	Sell	3,330 -200	-6%	-$5.8K	﹤0.01%	1177
2021 Q4	$114K	Buy	3,530 +2,580	+272%	+$79.9K	﹤0.01%	1349
2021 Q3	$27K	Hold	950	–	–	﹤0.01%	1732
2021 Q2	$28K	Hold	950	–	–	﹤0.01%	1733
2021 Q1	$26K	Buy	+950	New	+$24.9K	﹤0.01%	2049

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

Spire Wealth Management's RSPT Position: Q2 2025 in Review

Spire Wealth Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2025, closing a stake of 1,030 shares — an estimated $35.2K sold.

Spire Wealth Management first reported a position in RSPT in Q1 2021 and held it in 15 quarters. The position peaked at $114K in Q4 2021. 368 funds tracked by Wall St. Rank hold RSPT as of Q2 2025.

Spire Wealth Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 1,030 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2025, an estimated $35.2K.
Spire Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2021 and held it in 15 quarters.
Spire Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $114K in Q4 2021.
368 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.